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Waste Management

1,732 hedge funds and large institutions have $53.7B invested in Waste Management in 2023 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 636 increasing their positions, 671 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $621M | Put options by funds: $404M

27% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 102

9% more funds holding in top 10

Funds holding in top 10: 3437 (+3)

1.53% more ownership

Funds ownership: 79.58%81.1% (+1.5%)

3% more capital invested

Capital invested by funds: $52B → $53.7B (+$1.69B)

0% less funds holding

Funds holding: 1,7371,732 (-5)

5% less repeat investments, than reductions

Existing positions increased: 636 | Existing positions reduced: 671

Holders
1,732
Holders Change
-5
Holders Change %
-0.29%
% of All Funds
27.6%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.59%
New
130
Increased
636
Reduced
671
Closed
102
Calls
$621M
Puts
$404M
Net Calls
+$217M
Net Calls Change
+$177M
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1676
Luken Investment Analytics
Tennessee
$16.3K
PO
1677
Private Ocean
California
$16.3K
APC
1678
Aspire Private Capital
North Carolina
$16.2K -$766 -5 -5%
TAIM
1679
TD Ameritrade Investment Management
Nebraska
$16K -$4.44K -29 -22%
GC
1680
Gould Capital
Washington
$15.5K -$3.06K -20 -17%
VWM
1681
Venturi Wealth Management
Texas
$15K +$14.1K +92 New
OLVIG
1682
Oliver Lagore Vanvalin Investment Group
Michigan
$14.8K -$4.59K -30 -25%
EWM
1683
Evermay Wealth Management
Virginia
$13.1K
MCA
1684
Maryland Capital Advisors
Maryland
$13.1K
BIA
1685
Bell Investment Advisors
California
$13.1K +$613 +4 +5%
KIG
1686
Kessler Investment Group
Indiana
$12.1K
BCMLT
1687
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.1K -$1.53K -10 -13%
RDFA
1688
Ritter Daniher Financial Advisory
Ohio
$10.8K -$39.2K -256 -80%
Loomis, Sayles & Company
1689
Loomis, Sayles & Company
Massachusetts
$10K -$54.7K -357 -85%
SGC
1690
Slocum, Gordon & Co
Rhode Island
$9.9K +$1.38K +9 +18%
ACA
1691
Atlas Capital Advisors
Wyoming
$9.79K
WAM
1692
WFA Asset Management
Wisconsin
$8.69K
JFG
1693
JDM Financial Group
Texas
$8.65K
IHWM
1694
Iron Horse Wealth Management
Iowa
$8.16K
CIA
1695
Cape Investment Advisory
Georgia
$8.16K +$7.66K +50 New
FIA
1696
FNY Investment Advisers
New York
$8K +$7.66K +50 New
PCFFS
1697
Pacific Center for Financial Services
California
$7.97K +$7.5K +49 New
YDMI
1698
Y.D. More Investments
Israel
$7.12K
ST
1699
Sageworth Trust
Pennsylvania
$6.85K +$4.75K +31 +282%
RAM
1700
Riggs Asset Management
Pennsylvania
$6.36K -$76.6K -500 -93%

WM Hedge Fund Activity: Q1 2023 in Review

1,732 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q1 2023, worth a combined $53.7B — up 3.2% from $52B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new WM positions and 102 closed out — a net gain of 28 holders — while 636 added to existing stakes and 671 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $138M. The largest seller was Pictet Asset Management (Switzerland), cutting an estimated $129M.

  • 1,732 institutional investors held Waste Management (WM) as of Q1 2023, down from 1,737 in Q4 2022.
  • Funds reported $53.7B of Waste Management stock for Q1 2023, up 3.2% quarter-over-quarter.
  • 130 funds opened new Waste Management positions in Q1 2023 and 102 closed out, a net change of +28 holders.
  • The largest Waste Management buyer in Q1 2023 was Capital Research Global Investors, an estimated $138M added.
  • The largest Waste Management seller in Q1 2023 was Pictet Asset Management (Switzerland), an estimated $129M sold.

Based on aggregated 13F filings for Q1 2023.